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Key Facts on AI Infrastructure Investment
Hyperscalers, including Microsoft, Amazon, and Alphabet, are projected to spend approximately $350 billion in 2025 on data centers and chips essential for AI infrastructure. This investment underscores a shift in focus from software and chip companies to the physical assets enabling AI, with global AI-related infrastructure spending expected to reach $3 trillion to $4 trillion by 2030.
The Global X Data Center & Digital Infrastructure ETF (NASDAQ: DTCR) uniquely targets data center REITs and digital infrastructure operators, providing direct exposure to the assets that support AI growth. The fund has risen 35% year-to-date as of November 2025, with a price-to-earnings ratio of 34 and a 0.5% expense ratio.
Key players in this ETF include Equinix and Digital Realty Trust, which manage established data centers with multiyear lease agreements to hyperscalers. This strategic focus differentiates DTCR from other AI-oriented ETFs that incorporate semiconductor and software manufacturers, which dilute exposure to core infrastructure spending.
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